AgencyPro

AgencyPro

Agency Software
BrokerEdge

BrokerEdge

Damco Solutions
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+

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About

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.

About

BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance accounting or agents in need of an Insurance Agency software

Audience

Innovative Insurance Broker Software designed to empower brokers through automation.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.1 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • The user interface impresses with its intelligence and user-friendliness, offering remarkable functionality. Additionally, the customer support provided is excellent.
  • BrokerEdge makes it easy to track and manage customer information. It can also seamlessly automate most routine tasks.
  • If you want a cloud-based broker insurance software, this one is very powerful. It is easy to integrate, offers flexibility, and can be accessed on any device.
  • What I like the most about BrokerEdge is its flexible, modular design. It also offers a wide range of features and functionalities.
  • BrokerEdge offers efficient automation capabilities for policy-related processes. Compared to other insurance broker software solutions, the interface of BrokerEdge is very user-friendly and intuitive. It also offers strong integration capabilities.

Cons

  • The entire process, from initial implementation to final deployment, went incredibly smoothly. I have no complaints whatsoever.
  • Implementing the software required some initial adjustments.
  • There isn't much to dislike about BrokerEdge. Some features are advanced and may call for assistance, but otherwise, it's pretty easy to use.
  • The system did require an elaborate setup process, but the team helped us throughout it.
  • So far nothing.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/

Company Information

Damco Solutions
Founded: 1996
United States
www.damcogroup.com/insurance/brokeredge-broker-management-software

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

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iNube

iNube Software Solutions
Agency Master

Agency Master

Agency Master Insurance Software
Genasys

Genasys

Genasys Technologies UK Ltd
OPUS

OPUS

OMNIX Software Solutions
Guidewire

Guidewire

Guidewire Software

Categories

Categories

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

P&C Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

No info available.

Integrations

No info available.
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